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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Edward Pare is a financial advisor with over 20 years of experience in the financial services industry. Frank is a Certified Financial Planner and a registered investment advisor in California, Pennsylvania, and Texas. He specializes in financial planning, pension consulting, and portfolio management for individuals and families. Frank has worked with PF Wealth Management Group, LLC since 2006. Frank is also a registered representative of Ohio National Life Insurance Company and provides insurance services to clients of PF Wealth Management Group, LLC. Frank is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/12/2021 - Present
PF Wealth Management Group, LLC (OAKLAND CA)
CA
10/04/2007 - 09/18/2009
BELLATORE SECURITIES, INC. (SAN JOSE CA)
CA
06/04/2001 - 02/27/2006
LORING WARD SECURITIES INC. (SAN JOSE CA)
CA
06/17/1999 - 10/02/2000
MR. STOCK, INC. (SAN FRANCISCO CA)
CA
04/21/1998 - 04/13/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
04/29/1998 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
CA
05/08/1997 - 03/09/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
TX
08/30/1991 - 10/24/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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